We can, but we choose not to, here’s why:
We believe an SMSF should be run like a business. Be efficient, be profitable and have a solid strategy for growth. To accomplish this, your client needs to have a real-time view of their current financial situation so both of you can act proactively rather than reactively. Annual-only suits funds whose advisers manage transactions during the year; Daily Admin and Full Service give real-time visibility for proactive client conversations. Doing a tax return once a year only helps keep the ATO happy, but a full service provides the visibility and flexibility that is needed to run your client’s SMSF.